See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,917 | $88,087-36.5% | $164,866-66.1% | $74,546-25.0% |
| Participation rate | 11.4% | 73.1%-61.7pp | 78.6%-67.2pp | 67.2%-55.8pp |
| Annual return | 8.89% | 17.27%-8.4pp | 69.97%-61.1pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $308 | $4,499-93.2% | $6,033-94.9% | $4,347-92.9% |
| Admin fee / account holder | $4,146 | $2,232+85.8% | $12,689-67.3% | $1,944+113.3% |